上杉丶達也 : On March 3, 2025, Jiangnan Shipyard, a subsidiary of China CSSC, announced that it had signed a construction contract for 12 units of 18,000 TEU liquefied natural gas (LNG) dual-fuel container ships with a shipowner company on February 28, with a total value of up to 19 billion yuan (approximately 2.6 billion US dollars). Sources indicate that the shipowner behind this Order is the French shipping giant CMA CGM. This Order is not only one of the largest single transactions in the Global shipbuilding market for 2025 but also conveys a profound signal at a sensitive time—while the USA attempts to curb China’s shipbuilding industry through tariff barriers, international shipping giants are casting a "trust vote" with real money.

上杉丶達也 想赚钱的人 OP : The gearing is too high. When the current bank facilities is about to due, there is high possibility that bank will propose a higher interest rate loan.

上杉丶達也 Alster OP : With endless DCA

上杉丶達也 默默无闻的学徒 OP : Once the boots hit the ground, there won't be any major drops.

上杉丶達也 Deep Sea : I am afraid the tariffs uncertainty may lasting for 4 year presidency of DT

上杉丶達也 默默无闻的学徒 OP : The impact of tariffs on corporate profits is one-time, but the unpredictable uncertainty of tariffs is something all investors need to avoid. Our concern is how long this uncertainty will last.

上杉丶達也 默默无闻的学徒 OP : Further actions from China in response and the possibility of future escalation remain. Uncertainty continues...

上杉丶達也 功名利禄 过眼云烟 : FY2024 result announcement，第33页dividend